Harbour Investments, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.22 Billion distributed in 3559 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $183M, Invesco Qqq Trust, Series 1 with a value of $111M, First Tr ETF Viii Tcw Unconstr with a value of $82.5M, First Tr Ex Td Viii Ft Cboe Ve with a value of $70.8M, and Pacer Fds Tr Pacer Us Small Ca with a value of $70.8M.

Examining the 13F form we can see an decrease of $41.9M in the current position value, from $3.26B to 3.22B.

Harbour Investments, Inc. is based out at Madison, WI

Below you can find more details about Harbour Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.22 Billion
ETFs: $2.5 Billion
Technology: $171 Million
Financial Services: $101 Million
Consumer Defensive: $86 Million
Consumer Cyclical: $63.2 Million
Healthcare: $54 Million
Industrials: $53.9 Million
Communication Services: $42.9 Million
Other: $81 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,559
  • Current Value $3.22 Billion
  • Prior Value $3.26 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 234 stocks
  • Additional Purchases 1,266 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 973 stocks
Track This Portfolio

Track Harbour Investments, Inc. Portfolio

Follow Harbour Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbour Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Harbour Investments, Inc. with notifications on news.